
Tired of wasting time with prospects who don’t commit or ‘baulk’ at your advice fees?
The Conversion Conversation Blueprint helps financial planners take back control - so you can filter out time-wasters, lead high-value meetings, and get paid like a professional.
This guide gives financial planners a proven, repeatable process to:
Pre-qualify clients before the first meeting – so you’re only talking to serious prospects (8’s, 9’s & 10s…).
Lead conversations that build authority – without feeling salesy or pushy.
Structure engagement meetings that convert – and get paid what you’re worth (like a professional).
Eliminate ‘tyre-kickers’ – and stop doing unpaid work that never leads to clients.
I want you to get this ‘down pat’, so that every time you work with a prospect or potential client, you do it with class, with style, you come across as a leader and you convert incredibly well.
If you’re serious about growing your business, it’s going to come down to your ability to Audition Thoroughly, Engage Effortlessly and Invite Seamlessly without pressure or ‘douchbaggery’
Want to fix your client process once and for all? Download the free blueprint now.


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